NonprofitsSouthwest Benefits Association

Southwest Benefits Association

DALLAS, TX

Total revenue

$434K

Total expenses

$396K

Net assets

Grants received

EIN

741499890

Tax year

2024

Mission

Swba is designed to foster relationships and support the educational growth of professionals in employee benefits. Through educational conferences/workshops, members discuss issues confronting professionals in the field of employee benefits.

Financials

FY 2024

Revenue

Contributions & grants$248K
Program service revenue$186K
Investment income
Other revenue
Total revenue$434K

Expenses

Grants paid
Salaries & benefits
Fundraising
Other expenses$396K
Total expenses$396K
Total assets$100K
Net assets

People

21 listed

NameRoleCompensation

JEREMY COLBY

PAST PRESIDENT

Board

0.1 hrs/wk

JASON MOTTER

PRESIDENT

Board

0.1 hrs/wk

MICHELLE BECKFORD

DIRECTOR

Board

0.1 hrs/wk

TEAH CORLEY

DIRECTOR

Board

0.1 hrs/wk

CHRISTI HENSON

DIRECTOR

Board

0.1 hrs/wk

BRAD OXFORD

DIRECTOR

Board

0.1 hrs/wk

SHARON PHILPOTT

DIRECTOR

Board

0.1 hrs/wk

JERRY KOWALCHIK

DORECTOR

Board

0.1 hrs/wk

LAURA FERGUSON

DIRECTOR

Board

0.1 hrs/wk

LISA TURNER

DIRECTOR

Board

0.1 hrs/wk

CHRIS BERRY

DIRECTOR

Board

0.1 hrs/wk

LYNETTE FLECK

DIRECTOR

Board

0.01 hrs/wk

BARBIE PEARSON

PRESIDENT ELECT

Board

0.1 hrs/wk

ANDY TYNDALL

SECRETARY

Board

0.1 hrs/wk

KIRK BUCHANAN

DIRECTOR

Board

0.1 hrs/wk

MATTHEW BURGHARDT

DIRECTOR

Board

0.1 hrs/wk

DEENISE GUERRA

DIRECTOR

Board

0.1 hrs/wk

SUSAN LEVAN

DIRECTOR

Board

0.1 hrs/wk

JOHN LIVINGSTON

DIRECTOR

Board

0.1 hrs/wk

JERRY MCGUIRE

DIRECTOR

Board

0.1 hrs/wk

MARIANNE FAZEN

EXECUTIVE DIRECTOR

Staff

1 hrs/wk

Details

EIN741499890
Subsection06
Ruling date1985-10
Formed1990
Employees0
SOUTHWEST BENEFITS ASSOCIATION — Mission, Financials & Grants Received | Grantivo